Relationship Banker — Member Growth & Digital Solutions

Affinity Federal Credit Union; New Haven (CT); On-site; USD 57,000 - 60,000; Full time

Job summary

Affinity FCU in New Haven, CT is seeking an experienced Financial Services Consultant to deliver an exceptional member experience and deepen relationships.

The role includes opening new accounts, enrolling members in digital solutions, processing applications, resolving complex member issues, and following up to ensure satisfaction and financial wellbeing. 3-5 years of banking experience and CRM familiarity (Salesforce) are preferred.

Qualifications

• 3 - 5 years banking experience in a platform role is required.
• Prior CRM experience, preferably Salesforce, is desired.
• Excellent communication and interpersonal skills are essential.
• Previous sales experience is essential.

Responsibilities

• Deliver an exceptional member experience and deepen relationships.
• Open new accounts and enroll members in digital solutions during initial consultation.
• Process applications and resolve complex member issues.
• Follow up with members to ensure satisfaction and improve financial wellbeing.
• Promote self-service options and stay abreast of evolving consumer needs.

Skills

Banking experience

CRM experience

Communication skills

Sales experience

Tools

Salesforce

Job description

Affinity FCU in New Haven, CT is seeking an experienced Financial Services Consultant to deliver an exceptional member experience and deepen relationships.

The role includes opening new accounts, enrolling members in digital solutions, processing applications, resolving complex member issues, and following up to ensure satisfaction and financial wellbeing. 3-5 years of banking experience and CRM familiarity (Salesforce) are preferred.